ePayPolicy 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ePayPolicy

4.9

(247)

FrontRunner 2026

Pricing

Starting at $25.00 per month

About ePayPolicy

ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, control user permissions, and check transaction status in real time.

ePayPolicy provides organizations with a payment page and allows them to add a custom logo and colors in sync with their brand. Clients can also upload documents through their payment page and set up recurring payments. Managing general agents (MGAs) can use the batch processing functionality to send electronic commissions and refund checks to agents and partners.

ePayPolicy offers an API, which lets businesses integrate the system with several third-party platforms such as FinancePro, Veruna, Jetfile, Novidea, QQCatalyst, Sagitta, and more.

ePayPolicy Screenshots

ePayPolicy Pricing and Plans

Starting price: $25.00 per month

Free Trial

Free Version

Basic

$25.00

per feature, per month

No plan information available

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ePayPolicy Features

Popular features found in Payment Processing
ACH Payment Processing
Billing & Invoicing
Debit/Credit Card Processing
In-Person Payments
Mobile Payments
Multi-Currency
Multiple Payment Options
Payment Fraud Prevention
Payment Gateway Integration
PCI Compliance
Recurring/Subscription Billing
Reporting/Analytics
More features of ePayPolicy
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Escalation
Alerts/Notifications
API
Audit Management
Batch Processing
Broker/Agent Portal
Commission Calculations
Commission Management
Compliance Management
Contact Management
Credit Card Processing
CRM
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Security
Dunning Management
Electronic Payments
Email Reminders
ETL
Insurance Policy Management
Integrations Management
Invoice Management
Invoice Processing
Multi-Period Recurring Billing
Online Payments
Partial Payments
Payment Links
Payment Processing
Receipt Management
Recurring Invoicing
Refund Management
Reminders
Reporting & Statistics
Search/Filter
Secure Login
Self Service Portal
Status Tracking
Third-Party Integrations
Transaction History
Transaction Monitoring

ePayPolicy Integrations

Applied CSR24

NowCerts

Nexsure Insurance Platform

HawkSoft CMS

BindHQ

ePayPolicy User Reviews

Overall Rating

4.9

Ratings Breakdown

90%

Secondary Ratings

Ease of Use

4.9

Value for money

4.8

Customer support

4.8

Functionality

4.8

Rob W.

Verified reviewer

Insurance

Self-Employed

Used weekly for more than 2 years

Review source

Reviewed August 2025

Epaypolicy makes for convenient payments

Good experience. There could be improvement in the insurance to insurance payment system. They advertise that when an insurance company or agency is paying another insurance company or agency, that it is only 50 cents. However, when searching for those that are "on the list", none of them come up and so I need to use the public facing payment link.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

For collecting payment, I like that I do not have to incur the credit card costs charged by the credit card providers. I like the flexibility it gives my customers to pay either via ACH or credit card. For making payments to carriers, I love the convenience.

Cons:

They charge monthly and their competitor SimplyEasierPayments doesn't. This has caused me to consider switching at times but I haven't yet because I haven't yet researched how the competitor works. The second con is they say that we can pay other insurance companies for only 50 cents. However, most are not findable when I do a search and I have to pay them via their regular link and pay the normal fee.

Victoria B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed September 2025

Love how much Epay has simplified our back end accounting - both with receiving payments and paying carriers!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how easy it is to use — my clients can choose ACH or credit card and instantly see the difference in fees. I also appreciate that the fees are passed on to the client automatically, so we don’t have to manage them manually. The invoice feature is another huge plus, allowing us to email invoices directly to clients and pay carriers through the Payables feature. Overall, it has streamlined our back end tremendously.

Cons:

You can add an attachment when sending an invoice, but I wish we could add a signature field for e-sign to the attachment so that it could reduce a step on getting our proposals signed.

Reasons for switching to ePayPolicy

I was unhappy with WeSignature and was looking for a cost-effective solution to accept payments from clients

lee m.

Verified reviewer

Financial Services

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed December 2023

Confusing and over priced CC & EFT processing

If I could find another company to process the payments for less I would use them. We do not do a large volume so I have not looked real deep on this matter.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Gives us the ability to process down payments online

Cons:

Price and useability Why do they charge us a monthly fee when they are collecting Exorbitant fee's from the client's. Does not save clients info in their system for people you send invoices to on a regualr basis.

Reasons for switching to ePayPolicy

Money they even charged more than EPay.

Miranda S.

Verified reviewer

Insurance

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed August 2025

Convenient and Easy Payments

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's easy and convenient for both our agency and policyholders. Being able to accept payments over the phone or let the customer pay online on their own time has been a game changer. I contacted support once to increase our transaction limit, and the representative was very kind and helpful. Other than that, I haven't needed assistance because the website is always in good working order. The agency dashboard is easy to understand, and the payment page is user-friendly and easy to follow.

Cons:

I can't think of any cons regarding ePayPolicy. My only complaint is that our agency management system does not support ePayPolicy integration.

Reasons for choosing ePayPolicy

ePayPolicy had a lower monthly cost compared to Applied Pay.

Kristine W.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2025

Epay Works!

Great experience, epay is very easy. The customer service is great. I have only had to call a couple of times and it's always solved.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customers can get payments to us right away. Sometimes a customer is out of town or even out of the country and as long as they can get an email on their phone they can pay us with a link we email them. It's as easy as clicking on a "Pay now" green button. So easy that customers can do it.

Cons:

Well it does charge a fee which I understand but not all the customers think they should have to pay a fee. We try to explain it to them the convenience of paying us directly without having to drive or mail a check that these days takes weeks to get. Our mail is no longer reliable if you need it to get there right away. One more draw back is customers cannot pay you over $50K unless you set something up, which i have not done yet.

Luis O.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2025

Great company to work with

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I liked most about ePayPolicy is how easy and seamless it makes the payment process for both our agency and our clients. It’s user-friendly, fast, and secure, which gives our customers peace of mind while helping us streamline operations. The integration into our workflow has been smooth, and their support team is always responsive and helpful. It truly saves time, reduces friction, and adds a professional touch to the way we handle payments at Best One Insurance.

Cons:

What I liked least about ePayPolicy is that it is a paid service. While the value and convenience are clear, it’s important to note that there are competitors in the market that don’t charge for similar payment processing solutions. As an agency owner, I always have to weigh cost against efficiency, and although ePayPolicy delivers an excellent product, the fact that it isn’t free does stand out. That said, the ease of use, security, and customer support have made it worthwhile for our business, even when compared to no-cost alternatives.

Maura P.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2025

Good vendor - Higher fees

Experience has been fine. They will not negotiate their fees. We are moving our services to another vendor because of this. Have to do what's right for the client.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of processing payments. Portal is better than some other payment vendors. Funding time is standard.

Cons:

$25 monthly charge to the agency to use the software. Processing Fees to clients are higher than other payment vendors.

Rosalie D.

Verified reviewer

Insurance

Self-Employed

Used weekly for more than 2 years

Review source

Reviewed August 2025

Game-changer for our agency.

I have been very happy with my experience. As a new agency it has been very helpful in streamlining my payment processing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ePayPolicy has been a game-changer for our agency. What I like best is how seamlessly it integrates with our management system, making payment collection fast, secure, and incredibly easy for both us and our clients. The branded payment page adds a polished touch, and the ability to accept ACH and card payments within 24 hours has dramatically improved our cash flow. Their customer support is responsive and knowledgeable, and the dashboard gives us full visibility into every transaction. It’s efficient, intuitive, and tailored perfectly for the insurance industry.

Cons:

I'd like free check processing for clients who choose ACH option. Act as an incentive since credit card fees are so high.

Rachel B.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2025

Best e-payment vendor!

ePayPolicy is very easy to work with! The product is very intuitive and easy to use. Customer service is great!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really like ePay policy. They are so easy to work with; everything is very intuitive. I've only really needed to engage with service a few times, but they were super helpful and accommodating. This is one service I can quickly set up and get moving. Great value. Maybe the best vendor our agency works with as far as ease of doing business! I love the fact that they can take credit cards, the money transfers quickly into our account, I feel like our money is safe and secure.

Cons:

I don't have any cons. ePayPolicy is great to work with. I am just putting words here to get word count.

Melissa M.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2025

Great Product but would be nice if it were faster.